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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - 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[Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 4 Sep 2026 - - - #### Breaking: Blackstone just restricted withdrawals from its $77 billion private credit fund for the second consecutive quarter They have only returned 50% of investors request Companies capping withdrawals: • Blackstone • Blue Owl Capital • Apollo Management • Ares Management • BlackRock • Starwood Capital Source: Michael Burry Stock Tracker [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) ![Breaking: Blackstone just restricted withdrawals from its $77 billion private credit fund for the second consecutive quarter](https://blog.syzgroup.com/hubfs/1788500519964.jpg) ![Breaking: Blackstone just restricted withdrawals from its $77 billion private credit fund for the second consecutive quarter](https://blog.syzgroup.com/hubfs/1788500519964.jpg) 3 Sep 2026 - - - #### Hyperscaler yield curves Source: Global\_Macro [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![Hyperscaler yield curves](https://blog.syzgroup.com/hubfs/1788413655650.jpg) ![Hyperscaler yield curves](https://blog.syzgroup.com/hubfs/1788413655650.jpg) 2 Sep 2026 - - - #### Bessent’s bond-market victory didn’t last long. US 30y yields are back at 5.27%, wiping out the gains from Treasury’s surprise buyback expansion. And the selloff is global: UK 5.86%, Japan 4.18%, Germany 3.82%. Message from bond vigilantes: deficits + inflation \> intervention. Source: HolgerZ, Bloomberg [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![Bessent’s bond-market victory didn’t last long. US 30y yields are back at 5.27%, wiping out the gains from Treasury’s surprise buyback expansion.](https://blog.syzgroup.com/hubfs/1788299480903.jpg) ![Bessent’s bond-market victory didn’t last long. US 30y yields are back at 5.27%, wiping out the gains from Treasury’s surprise buyback expansion.](https://blog.syzgroup.com/hubfs/1788299480903.jpg) 2 Sep 2026 - - - #### GoPro just surged nearly 138% in five days—and action cameras are no longer the main story. The company plans to merge with optical photonics specialist Starman Optical in a deal valued at approximately $285 million. GoPro shareholders are expected to receive around $1.14 per share in cash while retaining roughly 10% of the combined company. The strategic pivot is dramatic: From consumer cameras to AI data centers, defense, aerospace and government infrastructure. Why does it matter? AI data centers rely on optical transceivers to move enormous volumes of data between thousands of GPUs, servers and storage systems. As AI workloads scale, high-speed connectivity is becoming a critical bottleneck—and a major investment opportunity. Investors are now betting that this transaction could transform GoPro into an AI infrastructure play. The stock jumped 46% in one session and another 78% in premarket trading. A spectacular repricing—but the deal still requires shareholder and regulatory approval. Source: Milk Road AI [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![GoPro just surged nearly 138% in five days—and action cameras are no longer the main story.](https://blog.syzgroup.com/hubfs/1788300347923.jpg) ![GoPro just surged nearly 138% in five days—and action cameras are no longer the main story.](https://blog.syzgroup.com/hubfs/1788300347923.jpg) 2 Sep 2026 - - - #### Is the dichotomy between the Nasdaq 100 Index (in green) and the Advance-Decline line (in white) something to be worried about? Source: Bloomberg, RBC [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Is the dichotomy between the Nasdaq 100 Index (in green) and the Advance-Decline line (in white) something to be worried about?](https://blog.syzgroup.com/hubfs/1788337102885.jpg) ![Is the dichotomy between the Nasdaq 100 Index (in green) and the Advance-Decline line (in white) something to be worried about?](https://blog.syzgroup.com/hubfs/1788337102885.jpg) 1 Sep 2026 - - - #### Only 25% of large-cap managers are beating the S&P 500 this year. Source. Bloomberg [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Only 25% of large-cap managers are beating the S&P 500 this year.](https://blog.syzgroup.com/hubfs/1788257593920.jpg) ![Only 25% of large-cap managers are beating the S&P 500 this year.](https://blog.syzgroup.com/hubfs/1788257593920.jpg) 1 Sep 2026 - - - #### Global sovereign bond yields (in aggregate) hit their highest since 2007 Source: zerohedge [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![Global sovereign bond yields (in aggregate) hit their highest since 2007](https://blog.syzgroup.com/hubfs/1788209545367.jpg) ![Global sovereign bond yields (in aggregate) hit their highest since 2007](https://blog.syzgroup.com/hubfs/1788209545367.jpg) 31 Aug 2026 - - - #### A lost decade in bonds well under way Source: Global\_Macro [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![A lost decade in bonds well under way](https://blog.syzgroup.com/hubfs/1788080523716.jpg) ![A lost decade in bonds well under way](https://blog.syzgroup.com/hubfs/1788080523716.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/4) [3](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/5) [6](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/7) [❯](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/6) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/146?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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